5-Attachment 10 - Supplement_Job Plan Template_Konica Minolta (#1 of 2).docx

Job Plan

Week 7 Week 8+

Project Kickoff

Analysis & Discovery

System Installation

System Configuration

Training and User Acceptance Testing

Go Live and Ongoing Support

Live

Week 1: Project Kick-off Call

The Project Kickoff call is performed prior to project start date. This call should include Business Users and IT Staff. The purpose of the call is to:

· Ensure customer readiness prior to the project.

· Verify customer has the proper hardware in place for the project.

· Discuss customer expectations.

· Discuss project deployment and rollout.

Weeks 2-3: Analysis and Discovery

Discussion with Customer on the desired configuration. This discussion should involve any affected business users, questions you should be prepared to answer include:

· How are you currently storing documents?

· What are you storing?

· How are they stored and indexed, i.e.: file number, name, vendor, etc.

· How are they being received?

Week 4: Installation

· GlobalSearch Installation.

· Installation of GlobalSearch on one (1) server.

· Customer is responsible for basic setup and configuration of server infrastructure prior to Konica Minolta engagement. Minimum hardware requirements can be found at http://info.square-9.com/hardware-requirements.

· For customers with an existing SQL instance, Konica Minolta will need access to the server for creation of 6 user databases. If Konica Minolta will not have access to the SQL instance, databases need to be configured prior to the engagement and a SQL user with DB Ownership on the databases is required.

· If customer wishes to leverage email notifications, customer will need an SMTP mail gateway available and configured. Konica Minolta will not setup or configure the gateway. User/ Password/ Address details should be conveyed prior to the engagement. A SMTP gateway supporting non-SSL traffic is required for notifications.

Week 4-6: System Configuration

· Search

· Configure the archives for document storage:

· Capture

· Configure up to 18 capture workflows.

· Import to archive from static network folder location.

· Configure rapid adapt for customer Template creation.

· Indexing will be done with Key free or manual indexing.

· Workflow

· Configure up to three two-layer approval process ( archives and document types to be determined)

· Approvers to be manually selected from drop down lists

Weeks 6-8: Training and go live

· Proof of Concept Delivery. Konica Minolta will demonstrate the end to end solution with primary business users and document any necessary changes.

· Administrator and End User Training

· Week 8+: Go-Live Support – Konica Minolta assists end users in becoming familiar with and using the product, ensuring they are comfortable with the product prior to the project ending. Once Go Live has been completed, the technical support team will provide ongoing technical support.

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